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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $397,681 | $138,078+188.0% | $125,363+217.2% | $134,509+195.7% |
| Participation rate | 15.0% | 84.5%-69.5pp | 82.4%-67.4pp | 81.2%-66.2pp |
| Annual return | -15.90% | 750.49%-766.4pp | 572.15%-588.0pp | 418.13%-434.0pp |
| Employer contribution / active EE | $527 | $5,245-90.0% | $4,815-89.1% | $4,741-88.9% |
| Participant deferral / active EE | $3,193 | $7,800-59.1% | $7,447-57.1% | $6,400-50.1% |
| Admin fee / account holder | $16,027 | $11,566+38.6% | $10,005+60.2% | $11,427+40.3% |